Rebecca Banks
Bec has been a valued member of the Sinclair Wilson team for the past 16 months, initially contributing to the Tax Accounting department before transitioning to Sinclair Wilson Investment Services (SWIS). Throughout her time with the firm, she has shown a strong commitment to professional development, recently graduating in March 2025 with a focus on financial planning in her final year.
Known for her proactive mindset and eagerness to learn, Bec consistently brings meaningful contributions to the team and plays a key role in supporting the firm’s ongoing success. Her passion for financial planning and dedication to her growth make her a promising talent in the field.
Outside of work, Bec enjoys spending quality time with family, friends, and her beloved pets. She values a healthy work-life balance that supports both her personal wellbeing and professional development.
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Our business philosophy
We provide a confidential, comprehensive and specialist service of a standard expected of any major metropolitan firm, in addition to the benefit that comes from dealing with a regional team of Accountants and Financial Planners. Our clients can expect to receive personal attention, regional knowledge, and the accessibility that comes with being local and understanding how life works beyond the big city.